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changes.mady.by.user Former user

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changes.mady.by.user Andres Toledo

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Overview


Excerpt

The system allows users to enable the option to sell by units only. To  To have this option enabled on the system for One-Location and Multi-Location companies, please refer to : Sell By Units Setting 

Warning

. Only users with Admin, Credit Manager, Sales, Sales Allocation, and Sales Manager roles can access this option.

Instructions:



Ui expand
titleCreate Order

Once the user has this option enabled on the system when creating orders, the system will show the Add Units button instead of the Add

Items

Items button.

Go to


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Ui step

Go to Order Entry> Add Order.


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Enter the customer, the carrier, and the ship date.

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Ui step

When clicking on Add Units, the "Choose Product" window will pop-up, where the user can enter the information about the product needed in units:

 


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When adding the Product, the system will show the number of units available in the inventory next to the product name. The user can select the units available in the inventory or enter additional units if needed.


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Finally,  click

on

on Add

to

 to enter the product in units.

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As units are added, they will appear in units per line as shown below.

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If the user needs to delete a line order for any particular reason, go to the Actions column and select Delete.

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A Confirmation window will pop-up asking the user to confirm the action Select Yes or No as needed. The items will go back to the inventory and the user can continue working on the order.

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Ui expand
titleEditing the
units amount
Units Amount

You can also edit the number of units in the invoice both in stems or bunches. 

Click on Edit in note

Info
titleKeep in Mind
  • The setting Sell by units only must be enabled.
  • The system will validate in the inventory the available amount unless you enable the setting Sell Over Available Quantity in Sell By Units Setting.

    •  


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    Click on Edit in the Actions column 

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          2. The next window


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    The Edit Item window will be displayed where you will be able to edit the units quantity and the price. Click

    on Save to confirm.  
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    on Save to confirm.





    Ui expand
    titleDisplay Only Products from Price Lists


    Ui text box
    sizemedium

    (lightbulb) Roles enabled to perform this action: Admin, Setup.

    When the Sell by Units Only setting is enabled, the system will display an option that allows to show only products associated to a price list for the selected customer when adding products to an order from the Order Entry screen.

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    Info
    titleHow to Invoice Additional Units?

    In case you want to invoice additional units to those available in the units inventory follow the instructions explained above to add products to an order. The system will look for the available products in the units inventory and add them to the order. In case there are not units available, the system will create and add them to the order, considering the following rules:

    • The system will take into account the rollup product while creating additional product.
    • The cost of new product lines created through this process when there are not units available, will be the average cost of the last 10 identical items that were available in the inventory during the past 6 months. In case the product was not in the inventory during the past 6 months, the cost will be set to zero.



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    titleRelated Articles

    Filter by label (Content by label)
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    cqllabel in ( "sales-by-units" , "order-entry" , "sell-units" )
    labelssales-by-units, order-entry sell-units


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    (lightbulb) Roles enabled to perform this action: Admin, Sales Manager, Cashier, Sales, Allocations.


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